Lido Advisors
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Lido Advisors’s American Electric Power AEP Stock Holding History

Lido Advisors’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.31M Sell
55,748
-7,554
-12% -$945K 0.02% 378
2025
Q4 		$7.18M Buy
63,302
+1,106
+2% +$131K 0.02% 377
2025
Q3 		$7M Buy
62,196
+20,899
+51% +$2.29M 0.02% 367
2025
Q2 		$4.29M Buy
41,297
+2,651
+7% +$276K 0.02% 414
2025
Q1 		$4.22M Buy
38,646
+19,809
+105% +$2.01M 0.02% 381
2024
Q4 		$1.74M Buy
18,837
+4,095
+28% +$396K 0.01% 557
2024
Q3 		$1.51M Buy
14,742
+1,636
+12% +$160K 0.01% 553
2024
Q2 		$1.15M Buy
13,106
+2,149
+20% +$188K 0.01% 608
2024
Q1 		$943K Sell
10,957
-719
-6% -$58.5K 0.01% 675
2023
Q4 		$948K Buy
11,676
+2,444
+26% +$190K 0.01% 635
2023
Q3 		$694K Buy
9,232
+253
+3% +$20.6K 0.01% 650
2023
Q2 		$756K Buy
8,979
+2,294
+34% +$203K 0.01% 610
2023
Q1 		$608K Buy
6,685
+1,204
+22% +$110K 0.01% 613
2022
Q4 		$520K Sell
5,481
-132
-2% -$12K 0.01% 578
2022
Q3 		$485K Buy
5,613
+108
+2% +$10.7K 0.01% 558
2022
Q2 		$528K Sell
5,505
-679
-11% -$67.3K 0.01% 527
2022
Q1 		$616K Buy
6,184
+747
+14% +$68.2K 0.01% 536
2021
Q4 		$483K Buy
5,437
+1,469
+37% +$124K 0.01% 626
2021
Q3 		$322K Buy
+3,968
New +$346K ﹤0.01% 731
2020
Q2 		– Sell
-3,135
Closed -$251K – 601
2020
Q1 		$251K Sell
3,135
-1,366
-30% -$129K 0.01% 460
2019
Q4 		$425K Buy
+4,501
New +$416K 0.02% 424
2017
Q1 		– Sell
-4,716
Closed -$297K – 243
2016
Q4 		$297K Buy
+4,716
New +$291K 0.07% 134
2016
Q3 		– Sell
-5,841
Closed -$409K – 155
2016
Q2 		$409K Sell
5,841
-159
-3% -$10.4K 0.13% 77
2016
Q1 		$398K Buy
+6,000
New +$371K 0.13% 77

Other funds holding AEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Lido Advisors's AEP Position: Q1 2026 in Review

Lido Advisors reduced its American Electric Power (AEP) stake by 12% in Q1 2026, selling an estimated $945K and leaving 55,748 shares worth $7.31M. The position accounts for 0.02% of the portfolio, ranked #378.

Lido Advisors first reported a position in AEP in Q1 2016 and has held it in 24 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Lido Advisors held 55,748 shares of American Electric Power worth $7.31M as of Q1 2026.
  • Lido Advisors sold 7,554 American Electric Power shares in Q1 2026, an estimated $945K.
  • American Electric Power made up 0.02% of Lido Advisors's portfolio in Q1 2026, its #378 holding.
  • Lido Advisors first reported a position in American Electric Power in Q1 2016 and has held it in 24 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.